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Technology Stocks : Cisco Systems, Inc. - Off-topic postings

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: Lynn who wrote (71)	1/4/2008 12:28:00 PM
From: Eric	of 230

Lynn Thanks for the news. My favorite PV stock is First Solar. They do not use any silicon and that gives them a tremendous advantage at this time. The BIGGEST problem for almost all of the remaining manufacturers is that they base their PV's on Si. The industry has been and continues to be constrained by a lack of Si ingots and wafers for the production of Si based panels. If you were to ask me what panel I would put on the roof of my house (if cost was not a consideration)it would be SunPower's panels. Demand has increased so much around the world that panel prices are actually continuing to rise. I was hoping that prices would start dropping this year but demand still keeps rising faster than production. We need more refined Si! REC actually built a plant in Eastern Washington in Moses Lake to take advantage of the cheap hydro power we have here in Washington. There are a few start up PV panel manufacturers also in Western Washington that hope to take advantage of REC's output. The holy grail of this industry was to get to some scale to drop costs. That alone has really dropped prices and will continue to in the future. (At least up til 2003 and German demand!) When I look at the entire carbon fuel area costs have only one way to go... UP. Convergence is going to happen sometime late next year for the price of PV to beat carbon fuels. When that happens utilities will back up the truck. The ongoing problem will continue to be meeting demand. A nice position to be in. The best web site to monitor the entire Solar industry is: solarbuzz.com They have a good weekly newsletter chock full of good information and industry news.

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